Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$566K Hold
2025
Q2
$734K Buy
2025
Q1
$481K Sell
2024
Q4
$1.23M Buy
2024
Q3
$841K Sell
2024
Q2
$1.76M Buy
2024
Q1
$976K Sell
2023
Q4
$1.05M Sell
2023
Q3
$796K Sell
2023
Q2
$1.19M Sell
2023
Q1
$1.08M Sell
2022
Q4
$1.05M Buy
2022
Q3
$745K Buy
2022
Q2
$673K Buy
2022
Q1
$784K Buy
2021
Q4
$670K Sell
2021
Q3
$1.27M Sell
2021
Q2
$1.07M Sell
2021
Q1
$964K Sell
2020
Q4
$1.01M Sell
2020
Q3
$1.19M Buy
2020
Q2
$1.16M Buy